Advisor, IG Wealth Management, Corporate Channel (Mutual fund licensed or Securities licensed) [...]

IG Wealth Management; Winnipeg; Remote; CAD 70,000 - 100,000; Full time

Job summary

Join IG Wealth Management as a Corporate Employed Advisor, where you'll provide clients with comprehensive financial planning and advice. This remote role allows you to engage with clients in their financial journeys while receiving a competitive compensation package, including salary and bonuses. If you possess a mutual fund or securities license, have a knack for building relationships and a drive for high performance, we encourage you to apply to be part of our dynamic team.

Benefits

Competitive total compensation package

Pension plan

Bonus and benefits

Qualifications

• 3 years of client facing financial planning experience required.
• Mutual fund or Securities licensed needed.
• Willingness to pursue CFP designation within 2 years.

Responsibilities

• Provide clients with holistic financial plans considering their goals.
• Identify opportunities to deepen client relationships while adhering to regulations.
• Manage inbound/outbound client contacts and maximize efficiency using digital tools.

Skills

Relationship Management

Sales Skills

Financial Planning Excellence

Communication

Education

Post Secondary Education in a relevant field

Certified Financial Planner (CFP)

Tools

CRM Software

Financial Planning Software

Job description

We are actively looking for individuals across Canada to join our growing team of Corporate Employed Advisors. If you areMutualfund licensed orSecurities licensedand are intrigued by this exciting opportunity please review the posting for more details and apply now!

Position Summary :

This position requires the successful candidate to beMutual fund licensed or Securities licensed.

Advisors in the Corporate Channel provide proactive outstanding planning and advice to clients leading with the IG Living Plan. The role provides a unique opportunity for financial planners to receive a competitive total compensation package including base salary bonus benefits and pension while having the opportunity to serve existing IG clients and earn uncapped variable income. The Advisor IG Wealth Management Corporate Channel role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region office when needed as they deliver on IGs holistic approach to financial planning which goes beyond traditional investment advice to include all aspects of the clients financial life including investment strategies retirement planning mortgages banking and insurance.

Responsibilities :

• Providing clients with holistic financial plans that consider all aspects of their financial life including their short and long-term goals tax retirement risk management and estate planning.
• Identifying opportunities to deepen and solidify the relationship with the client while ensuring regulatory guidelines are followed
• Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
• Maximizing efficiency and enhancing service levels through the use of IGWMs digital tools
• Managing day-to-day priorities servicing inbound / outbound client contacts executing on proactive campaigns and retention activities that are provided by our Marketing team.
• Using reporting tools and analysis to support the identification of future business opportunities.

Qualifications :

• Mutual fund licensed or Securities licensed
• 3 years of client facing financial planning experience
• Performance-driven high achiever with strong relationship and sales skills along with demonstrated financial planning excellence.
• Post Secondary Education in a relevant field
• LLQP and Provincial Licensing exam passed for Insurance or willingness to be completed within first 60 days of employment.
• ETF approved for trading completed.
• Proficiency in the use of digital tools including CRM and Financial Planning software
• Certified Financial Planner (CFP) or Financial Planner () designation preferred or willing to actively pursue within first 2 years in role
• Understanding of the industry competitive landscape and economic market issues
• Strong communication skills with ability to work collaboratively and independently provide assistance and build relationships.
• Customer service orientation with a demonstrated ability to professionally interact with clients in a primarily virtual setting
• The ideal candidate is a team player who is systematic in their approach to work and thrives in supportive environment.

Please visit our career page by clicking on the following link : thank all applicants for their interest in IG Wealth Management; however only those candidates selected for an interview will be contacted.

IG Wealth Management is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process please reach out to the Talent Acquisition team who will work with you to meet your needs.

Required Experience :

Unclear Seniority

Key Skills

Experience : years

Vacancy : 1

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